Job Advert
Are you ready to take on an exciting admin role in a growing Wealth Management business based in Lamberhurst?
We are looking for an Administrative Assistant to join our small but growing team. This is a client facing role which will involve being the first point of call for most clients when liaising with SeventySeven and working closely with our Advisors to provide a high-quality excellent level of service.
This is a fantastic opportunity for someone wanting to take the next step in their career within financial services which provides an opportunity to grow and take on more responsibility over time in a supportive, fast paced environment.
About Seventy Seven Wealth Management
SeventySeven Wealth Management Ltd has been a progressive and continually evolving group for over 30 years. We pride ourselves on the service we deliver to clients, where excellence is key. Our core values are integrity, honesty, efficiency, reliability, commitment, dependability, respect and loyalty. These values sit at the foundation of everything we do and in what we will look for in any future team member. The team at SeventySeven Wealth Management Ltd work together with our chosen partner St. James’s Place to provide exceptional outcomes for our clients.
The opportunity
Reporting to the Head of Client Care, this role forms part of a multi‑skilled Client Support team responsible for supporting the entire client journey — from handling incoming calls and coordinating meeting bookings through to completing post‑meeting actions and liaising with third‑party providers — to ensure that the client experience is consistently smooth, positive and delivered to an exceptional standard.
Key responsibilities will include:
-
Telephone clients to arrange their annual review with their Advisor
-
Preparing the client file for their meeting with their Advisor.
-
Completion of post meeting actions following a client meeting, including the Confidential Financial Review, preparing the ongoing advice letter, processing business and dealing with withdrawal requests and fund switches.
-
Producing cash flow modelling reports for a clients current and future circumstances.
-
Creating fund performance comparisons between multiple investment portfolios.
-
Preparing LOA’s and chasing policy information from third party providers.
-
Assisting the advisory team with tax year end including the use of client allowances such as ISA, CGT and pension contributions.
-
Assisting with Trust planning paperwork, such as the creation of Trust documents, Deed of Appointments and Deed of Assignments.
-
Attending key client meetings.
-
Handling client queries on phone, email and letter etc as required.
-
Liaising with all members of the team and third parties, such as St. James’s Place, stockbrokers, accountants, other financial providers, etc with regards to our clients and their investments.
-
Answering the phones and taking clear, detailed messages, screening and directing calls to the appropriate member of the team
-
Photocopying, scanning and uploading documents to electronic client records
-
Ensure data entry and document filing adhere to the 77wm procedures, taking responsibility for ensuring that rigor is maintained so that all client and 77wm data is accurate and easy to identify and retrieve.
-
Working closely with and assisting with other departments as and when required.
To succeed in this role, you must have a positive attitude and exceptional customer service skills. You must be organised and professional with an eye for detail.
To ensure our clients receive an exceptional level of service, you will demonstrate:
-
A high level of motivation and a strong commitment to delivering outstanding client care
-
A professional and mature approach across all areas of the business
-
Effective problem‑solving abilities
-
Strong attention to detail
-
Excellent communication skills and the ability to collaborate well within a team
-
Confidence working to deadlines, particularly when managing time‑critical tasks such as processing withdrawals, along with the ability to balance competing priorities
-
Initiative and a proactive approach to completing tasks
-
A positive, solutions‑focused attitude
-
Familiarity with Office 365, SharePoint, Salesforce and OneDrive (preferred)
-
Previous experience within the financial services industry (desirable but not essential)
In return you will have the opportunity to work for a fast growing, prestigious company based in newly refurbished offices set within beautiful country surroundings.
Benefits include, free on-site parking, an Employee/Client referral programme, Professional Study support, Pension and an extra day off for your birthday.
Due to the location of the office your own transport is essential.
